Portland Global Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
14,335
+955
| +7% | +$39.6K | 0.07% | 89 |
|
|
2025
Q1 | $523K | Sell |
13,380
-1,600
| -11% | -$62.5K | 0.07% | 84 |
|
|
2024
Q4 | $627K | Sell |
14,980
-60
| -0.4% | -$2.51K | 0.08% | 81 |
|
|
2024
Q3 | $636K | Buy |
15,040
+150
| +1% | +$6.34K | 0.08% | 87 |
|
|
2024
Q2 | $589K | Buy |
14,890
+150
| +1% | +$5.94K | 0.08% | 86 |
|
|
2024
Q1 | $606K | Buy |
+14,740
| New | +$606K | 0.08% | 84 |
|